While European markets ended the day firmly in the green yesterday, US equities struggled as investors remained fixated on when the Federal Reserve will start cutting interest rates. Asian markets followed the US lower, with Japanese equities underperforming and the recent rally in Hong Kong and mainland China came to a halt. Oil fell close to its lowest level since mid-March, while gold held steady this morning. Mathieu Racheter, Head of Equity Strategy, and Tim Gagie, Head of FX & PM Solutions in Geneva, join today’s show to provide further insights into our equity calls and what has been driving the FX markets.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:36 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:35 Changes to our equity calls by Mathieu Racheter (Head of Equity Strategy)

10:42 FX and metals update by Tim Gagie (Head of FX & PM Solutions Geneva)

15:42 Closing remarks by Bernadette Anderko (Investment Writing)

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